Strategic Wealth Partners, Ltd. United Parcel Service Inc Transaction History

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in United Parcel Service Inc stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 2,802 shares of UPS stock, worth $325,648. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,802
Previous 4,117 31.94%
Holding current value
$325,648
Previous $561,000 37.08%
% of portfolio
0.03%
Previous 0.06%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$122.65 - $138.35 $161,284 - $181,930
-1,315 Reduced 31.94%
2,802 $353,000
Q3 2024

Oct 08, 2024
SELL
$123.32 - $147.38 $4.48 Million - $5.36 Million
-36,361 Reduced 89.83%
4,117 $561,000
Q2 2024

Oct 08, 2024
BUY
$134.2 - $152.27 $1.89 Million - $2.15 Million
14,101 Added 53.46%
40,478 $5.54 Million
Q1 2024

May 20, 2024
BUY
$139.08 - $161.22 $3.27 Million - $3.79 Million
23,492 Added 814.28%
26,377 $3.92 Million
Q4 2023

May 20, 2024
BUY
$134.83 - $162.94 $8,359 - $10,102
62 Added 2.2%
2,885 $453,000
Q3 2023

May 20, 2024
BUY
$151.9 - $188.34 $1,822 - $2,260
12 Added 0.43%
2,823 $440,000
Q2 2023

May 20, 2024
SELL
$166.61 - $196.03 $27,324 - $32,148
-164 Reduced 5.51%
2,811 $503,000
Q1 2023

Apr 24, 2023
SELL
$173.82 - $193.99 $33,373 - $37,246
-192 Reduced 6.06%
2,975 $577,000
Q4 2022

Apr 24, 2023
BUY
$159.14 - $190.36 $22,757 - $27,221
143 Added 4.73%
3,167 $550,000
Q3 2022

Apr 24, 2023
SELL
$161.54 - $208.05 $933,862 - $1.2 Million
-5,781 Reduced 65.66%
3,024 $488,000
Q2 2022

Aug 22, 2022
BUY
$167.39 - $206.64 $117,172 - $144,648
700 Added 8.64%
8,805 $1.61 Million
Q1 2022

May 19, 2022
BUY
$194.83 - $232.11 $344,069 - $409,906
1,766 Added 27.86%
8,105 $1.74 Million
Q4 2021

Feb 11, 2022
BUY
$178.42 - $218.07 $61,911 - $75,670
347 Added 5.79%
6,339 $1.36 Million
Q3 2021

Nov 12, 2021
BUY
$182.1 - $214.26 $103,614 - $121,913
569 Added 10.49%
5,992 $1.09 Million
Q2 2021

Aug 25, 2021
SELL
$171.28 - $217.5 $341,703 - $433,912
-1,995 Reduced 26.89%
5,423 $1.13 Million
Q1 2021

May 24, 2021
SELL
$155.0 - $169.99 $54,560 - $59,836
-352 Reduced 4.53%
7,418 $1.26 Million
Q4 2020

Feb 18, 2021
SELL
$155.78 - $176.54 $37,698 - $42,722
-242 Reduced 3.02%
7,770 $1.31 Million
Q3 2020

Nov 10, 2020
SELL
$113.76 - $168.9 $94,307 - $140,018
-829 Reduced 9.38%
8,012 $1.34 Million
Q2 2020

Aug 11, 2020
BUY
$90.0 - $111.18 $795,690 - $982,942
8,841 New
8,841 $983,000
Q4 2019

Jan 30, 2020
SELL
$112.74 - $124.3 $138,219 - $152,391
-1,226 Closed
0 $0
Q3 2019

Oct 28, 2019
BUY
$101.62 - $122.85 $1,625 - $1,965
16 Added 1.32%
1,226 $4.93 Million
Q2 2019

Aug 06, 2019
SELL
$92.92 - $114.49 $37,818 - $46,597
-407 Reduced 25.17%
1,210 $124,000
Q1 2019

May 14, 2019
SELL
$94.45 - $112.13 $4,061 - $4,821
-43 Reduced 2.59%
1,617 $184,000
Q4 2018

Jan 24, 2019
SELL
$89.89 - $118.78 $9,348 - $12,353
-104 Reduced 5.9%
1,660 $161,000
Q3 2018

Dec 06, 2018
SELL
$105.76 - $124.66 $8,460 - $9,972
-80 Reduced 4.34%
1,764 $206,000
Q2 2018

Sep 04, 2018
SELL
$103.84 - $118.34 $454,715 - $518,210
-4,379 Reduced 70.37%
1,844 $196,000
Q1 2018

Jul 13, 2018
BUY
$101.66 - $134.09 $632,630 - $834,442
6,223 New
6,223 $651,000

Others Institutions Holding UPS

# of Institutions
2,563
Shares Held
511M
Call Options Held
14.3M
Put Options Held
14.1M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $84.8B
  • Description
  • United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground ...
More about UPS
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email